National Heritage Academies, Inc. Retirement Savings Plan
Sponsored by National Heritage Academies, Inc. · EIN 383244019 · Plan #001
- Total assets
- $307M
- Net assets
- $307M
- Active participants
- 6,715
- With balances
- 9,210
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $795,025 |
| Stiefel Nicolaus & Company, Inc. | Investment advisory (plan) | $82,000 |
| Hungerford Nichols | Accounting | $11,900 |